DOSSIER · 13F-HR · Q1 2026

Y.D. More Investments Ltd

$2.6B in tracked AUM across 574 positions as of Q1 2026.

YM
CIK 0001870364 · last filed Mar 31, 2026
Total AUM
$2.6B
as of Q1 2026
Holdings
574
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Y.D. More Investments Ltd
1. Portfolio Overview

Y.D. More Investments Ltd manages a portfolio with a total market value of approximately $2.09 billion as of December 31, 2025. This represents a significant capital appreciation of 57.0% from the previous quarter's value of $1.33 billion. The portfolio consists of 571 holdings, indicating a highly diversified approach, though the capital allocation is heavily weighted toward a select...

The firm demonstrates a hybrid investment strategy, blending concentrated conviction positions with broad market exposure. While the number of holdings suggests wide diversification, the top 10 positions account for roughly 58% of the total portfolio value. This structure implies a "barbell" strategy: maintaining a core of high-conviction holdings while using a large number of smaller positions and ETFs to diversify risk or capture specific sector trends.

2. Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
M3760D101
ELBIT SYS LTD
$459M551K18.0%
02
M4056D110
ENLIGHT RENEWABLE ENERGY LTD
$365M5.5M14.3%
03
M7516K103
NOVA LTD
$162M378K6.3%
04
M87915274
TOWER SEMICONDUCTOR LTD
$158M931K6.2%
05
M20791105
CAMTEK LTD
$115M783K4.5%
06
M53213100
ICL GROUP LTD
$100M19.6M3.9%
07
ORA
ORMAT TECHNOLOGIES INC
$98M880K3.8%
08
PANW
PALO ALTO NETWORKS INC
$90M563K3.5%
09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$55M161K2.1%
10
SOXX
ISHARES TR
$52M159K2.0%

Filing history

2026Q1Mar 31
$2.6B 22.3%
574 positionsView →
2025Q4Dec 31
$2.1B 57.0%
571 positionsView →
2025Q3Sep 30
$1.3B 16.5%
327 positionsView →
2025Q2Jun 30
$1.1B 0.1%
311 positionsLocked
2025Q1Mar 31
$1.1B 2.9%
586 positionsLocked
2024Q4Dec 31
$1.1B 16.5%
572 positionsLocked
2024Q3Sep 30
$955M 2.6%
548 positionsLocked
2024Q2Jun 30
$980M 73.8%
563 positionsLocked
2024Q1Mar 31
$564M 8.4%
333 positionsLocked
2023Q4Dec 31
$520M 0.0%
349 positionsLocked
2023Q3Sep 30
$520M 20.0%
339 positionsLocked
2023Q2Jun 30
$434M 2.3%
330 positionsLocked
Showing 12 of 14